SurePlan Financial

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Reviews

1. Will Hainsworth ★☆☆☆☆

   I received an cold-call from SurePlan, soliciting financial planning services. The first question from the saleswoman was to ask my marital status. On hearing I was single, she promptly told me SurePlan would not want me as a customer, as single people could not afford their services. A very unusual interaction. Giving a complimentary single star (from a single bloke) in lieu of a zero, on the basis it was fortunately one of the shorter cold-calls I've had to endure.

   almost 6 months ago
2. Jennifer Dragland ★★★★★

   My husband and I recently joined SurePlan and have had nothing but amazing service and interactions with the team. They have made everything so easy and clear and helped us in such a huge way to get our finances finally on a track where it is working for us and the financial future looks positive. We would especially like to thank Leila, Gareth and David who have been absolutely amazing in guiding us in the right direction and answering all of our questions. We look forward to the continued journey with SurePlan and continuing our financial journey.

   almost 7 months ago
3. Sherie Rogers ★★★★★

   We have been with Sureplan for some time now and have found everyone to be absolutely amazing the warmth, kindness (no matter how many questions I ask) the value of their knowledge is second to none...to have someone to guide you through with your financial goals and have the trust that you are being guided in a way that is the best outcome for you...... is priceless!

   almost 7 months ago

1. Tatenda Matare ★★★★★

   I recently joined SurePlan Financial and have been thoroughly impressed with the level of service and support I received right from the start. Their team made the entire mortgage refix process seamless and easy to navigate, thanks to their professionalism, transparency, and excellent communication. I would especially like to acknowledge Farrah and Dipesh for their outstanding assistance as well as the team in the background. Their expert mortgage advice and commitment helped me secure a very competitive rate, and their clear explanations at every step gave me real confidence throughout the process. Their responsiveness, patience, and attention to detail made what could have been a stressful experience incredibly smooth. I am grateful for their support and would highly recommend SurePlan Financial to anyone seeking expert, client-focused mortgage advice. Thank you once again to the entire team for making my experience such a positive one!

   almost 10 months ago
2. Phillip Smith ★★★★★

   What a lucky phone call I took that led me to be a client of SurePlan for over 10 years now. I thought at the time that I was doing a great job repaying my mortgage early in the effort to be debt free before my forties. Then SurePlan came in and showed me what can really be done. With their help, we are now onto our 3rd property and have the target of retirement at 57 clearly in hand. I cannot recommend highly enough. If you have the willpower to make changes now that will help you in the future then you should give SurePlan a call.

   1 year ago
3. Rich Hunter ★★★★★

   We’ve been with SurePlan for about three years now. Ever since we’ve been married, my wife and I have struggled to get on top of our finances. For the first time, with our friends at Sureplan’s help, we have a budget, we’re living within it, and we’re making progress financially. It’s a great feeling.

   almost 2 years ago

1. Edward Cowley ★★★★★

   We've been with SurePlan Financial for 2 years now and they've really helped get on track with our finances. We have been able to track our spending and plan for the future. It was confronting laying out all our spending on the line - but SurePlan made it easy. Excellent, friendly, knowledgeable service !!!!

   almost 3 years ago
2. Fay Brown ★★★★★

   One year ago, My husband & I decided to sign up with Sureplan, after the recommendation from a friend of a friend. When I told my husband that I had set up an initial consultation with one of the Sureplan advisors, he was not particularly happy lol. He was under the impression that we were managing our finances fairly well, and didn’t see the need for any outside help. I was 27 & my husband was 31 years old when we sat down for our initial consultation with Gareth from Sureplan. We truly went into our initial consultation thinking that we were going to share with Sureplan our financial state, to which they would say, “we’re too far gone”, or “we’re too young to be making these kinds of money moves and decisions”. We had a sum of debt on our credit card, as well as past debt from when we were younger & foolish with our finances. We truly thought that our ages, as well as our current state of debt, would be our biggest set backs in trying to make big money decisions like these with Sureplan. Man, were we wrong! Gareth from Sureplan saw the potential in us as a couple, and helped us believe that we could experience financial freedom, not just when we’re older, but right now. We linked up with Gareth & Mike, and both of them were so supportive of our future financial goals and made us feel at ease with what was ahead. Today, my husband and I can 100% say that we are in a place of financial freedom, this young, that we NEVER would have experienced without the help of Gareth, Mike, and Sureplan altogether. We thought that our ages & current financial state, would be our biggest set back in trying to make big money decisions like these, but Sureplan jumped at the opportunity to support us, and have continued to do so, one year on. Within a year, we’ve absolutely smashed our financial goals and then some. In one year of signing up with Sureplan we have knocked off $20,000 of our mortgage, paid for 5 nights flights + accom to Rarotonga for a holiday, & two staycations around NZ, paid off all our debt from our previous credit card (to which we no longer have anymore, as we are in no financial ‘need’ of being in credit to buy/pay for things), and so much more. All of this was paid for in FULL and not in credit, which is something we never could have been able to say prior to signing up with Sureplan. What we’re trying to say is that Sureplan helped put us in a financial place where we had enough savings to pay for things in full, rather than in credit, and STILL have cash left over to live comfortably, treat ourselves, and give/donate to the things that matter to us. Their guidance and financial advice never put us in a place of financial deficit ever, which is what we perceive people, particularly young people like us, think when they think of “requiring the help of a financial advisor”. People our age tend to think that once you sign up with a financial advisor, they’re just going to cost you more than you’re ever going to save, and you won’t be able to spend money where you like. It was the total opposite with Sureplan. They advised us where to save, advised us where to invest, celebrated with us when we were in a place to purchase new things for ourselves, and had our best interests at heart, with every piece of advice and guidance they gave us. I don’t know where we’d be without Sureplan’s help over the past year, but I know it wouldn’t be where we are today. We can honestly testify that signing up with Sureplan has been one of the best and most life-changing decisions we’ve ever made. This is what we’ve achieved under the guidance + support of Sureplan in just one year. We cannot even begin to imagine what’s ahead of us in the years to come! Thank you Gareth, Mike & Sureplan! You guys are the best!

   almost 3 years ago
3. Lawrence Higham ★★★★★

   We first met with SurePlan Financial in 2014 and they put together a financial plan for us. I was impressed with what they came up with and my wife and had it implemented shortly after. SurePlan came up with a way to pay down our mortgage years earlier without sacrificing our lifestyle saving us tens of thousands of dollars. The results to date have been much better than predicted. Thanks to the team we are now in great shape for future retirement.

   almost 5 years ago

1. Pete A ★★★★★

   John and his team at SurePlan have been invaluable in providing us with a plan to achieve our long term financial goals. From our very first meeting I was pleasantly surprised at how down to earth and approachable everyone in the team has been. The level of support and communication we have received has been excellent, helpful and reassuring. There is a level of comfort knowing that John and his team are always there to help guide, organize and plan for our financial goals.

   more 6 years ago

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